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AI Safety and the Market
are we doomed
Sep 17
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Hot Chips 2026: Full Conference Analysis
It was on X for a month and i forgor to post here
Sep 17
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August 2026
Hot Chips Day 3 - Spicy (Jalapeno) Chips
Samsung LPDDR5X PIM, Broadcom Thor Ultra NIC, NVIDIA BlueField-4, NVIDIA Spectrum-X Multiplane, Cerebras Rack-Scale, Microsoft MAIA 200, Google TPU v8…
Aug 26
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Hot Chips Day 2 - (C/G)PU
Intel Wildcat Lake, Nvidia Vera CPU, ARM AGI, Intel Diamond Rapids, Nvidia Rubin GPU, AMD MI400, Intel Crescent Island
Aug 25
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Hot Chips Day 1 - Precious Memories
HBM Basics, Processing In Memory (Samsung), HBM Packaging (SK hynix), 3D DRAM (d-Matrix), High Bandwidth Flash
Aug 24
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I Dropped Out of College to Join a Startup AGI-Focused Investment Fund
Also Jason's Chips is free now.
Aug 24
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July 2026
The Second Singularity | A General Theory on Humanoid Robotics (Free)
Robotics is AI in 2022 and is barreling towards its own ChatGPT moment, Claude Code moment, and RSI.
Jul 6
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June 2026
The Finance of Neoclouds (Free, Re-Upload)
Why neoclouds should be valued with present value of future NPV
Jun 28
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Death, Taxes, and Indium Phosphide Shortage
There will be a massive shortage. But not in the way you think.
Jun 26
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Optical Circuit Switching 101: Better Than CPO?
Switch primer, OCS vs EPS, Spine Switch Replacement, Scale-Up OCS, TPU Superpod OCS, Types of OCS, OCS market modeling, Lumentum, Coherent, and a hidden…
Jun 19
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Portfolio Review | May 2026 (+26%, +167% YTD)
may
Jun 13
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Optical Illusion: CPO is Dead, Long Live NPO
SemiAnalysis "CPO Delay" Selloff & NPO Mass Adoption Rumors
Jun 10
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